Portfolio Manager Jobs in Carmel, IN
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
VP, Portfolio Manager Commercial Banking Dealer Finance
- BMO (Bank of Montreal)
- Indianapolis, IN (14 miles from Carmel, IN)
- 1 day ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 1 day ago
Assesses client repayment capacity by utilizing financial models and analytical tools to recommend appropriate loan structures and collateral requirements....
In PersonAVP, STL Financing Portfolio Manager
- FIRST INTERNET BANK
- Fishers, IN (17 miles from Carmel, IN)
- 3 days ago
- Fishers, IN (17 miles from Carmel, IN)
- 3 days ago
AVP, STL Financing Portfolio Manager FIRST INTERNET BANK - 3.8 Fishers, IN Job Details Full-time 1 day ago Benefits Internet reimbursement Paid holidays Health insurance Dental insurance Snacks provided...
In Person- FORUM Credit Union
- Fishers, IN (17 miles from Carmel, IN)
- 5 days ago
- Fishers, IN (17 miles from Carmel, IN)
- 5 days ago
Overview Join Our Team as a Home Equity Manager! Are you ready to take your career to the next level in a community-oriented environment? FORUM Credit Union is looking for a dynamic Home Equity...
In Person- BMO Financial
- Indianapolis, IN (14 miles from Carmel, IN)
- 5 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 5 days ago
Application Deadline: 06/25/2026 Address: 135 N Pennsylvania Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional...
In PersonVice President, C & I Senior Portfolio Manager
- FIRST INTERNET BANK
- Fishers, IN (17 miles from Carmel, IN)
- 11 days ago
- Fishers, IN (17 miles from Carmel, IN)
- 11 days ago
Vice President, C & I Senior Portfolio Manager First Internet Bank of Indiana Fishers - Fishers, IN 46038 Apply Apply Position Details About the Position: As the Vice President, Senior Portfolio Manager...
In PersonTrading Fund Manager (Remote) You Trade Company Funds (Up to $100K)
- Day Trade U
- Indianapolis, IN (14 miles from Carmel, IN)
- 14 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 14 days ago
un Trading Fund Manager (Remote) - You Trade Company Funds (Up to $100K) (Indianapolis Area) Day Trade U image 1 of 7 compensation: $0 - $150,000+ performance-based earnings depending on trading...
RemoteConsumer Finance Direct Portfolio/Risk Specialist
- Huntington Bancshares Inc
- Indianapolis, IN (14 miles from Carmel, IN)
- 29 days ago
- Indianapolis, IN (14 miles from Carmel, IN)
- 29 days ago
Description This position can be located at any Huntington Bank Corporate office location. Summary The Consumer Finance Direct Lending Portfolio & Risk Specialist plays a key role in overseeing...
Remote- Northwest Bancorp, Inc.
- Fishers, IN (17 miles from Carmel, IN)
- 60+ days ago
- Fishers, IN (17 miles from Carmel, IN)
- 60+ days ago
IN0534 Fishers Job Description The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing...
In PersonDemographic Data for Carmel, IN
Moving to Carmel, IN? Find some basic demographic data about Carmel, IN below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
Salary for Portfolio Manager Jobs in Carmel, IN
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Carmel, IN offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Freddie Mac
- Credit Underwriting
- Financial Statements
- Asset Allocation
- Financial Statement Analysis
- Financial Modeling
- Wealth Management
- Treasury
- Commercial Lending
- Investment Banking
- Treasury Management
- Cash Flow Analysis
- BSA
- Derivatives
- Valuation
- Fixed Income
- Credit Analysis
- Capital Markets
- Investment Management
- Capital Planning
- Anti-Money Laundering
- Financial Analysis
- Commercial Real Estate
- Lending
- Underwriting
- Risk Analysis
- Portfolio Management
- Financial Services
- Due Diligence
- Asset Management
- Modeling
- Real Estate
- Business Administration
- Finance
- Accounting
- Reimbursement
- Analytical Skills
- Risk Management
- Strategy Development
- Decision Making
- Negotiation
- Auditing
- Written Communication
- Presentation
- Documentation
- Mentoring
- Budgets
- Implementation
- Verbal Communication
- Reporting
- Policy Development
- Collaboration
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Staff Supervision
- Scheduling
- Leadership
- Communication Skills
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Here are some other career titles that require similar skills
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